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Dedicated portfolio theory, in finance, deals with the characteristics and features of a portfolio built to generate a predictable stream of future cash inflows.This is achieved by purchasing bonds and/or other fixed income securities (such as certificates of deposit) that can and usually are held to maturity to generate this predictable stream from the coupon interest and/or the repayment of ...
It is sometimes referred to as a "dedicated portfolio" strategy. It differs from a “benchmark-driven” strategy, which is based on achieving better returns than an external index such as the S&P 500 or a combination of indices that invest in the same types of asset classes. LDI is designed for situations where future liabilities can be ...
However, there’s one entrepreneur who’s proven that it’s certainly possible with dedication and persistence. That person is Mark Cuban. Learn More: 3 Wealth Tips for a $1 Million Portfolio
As an example, Keihn said, “If a large portion of your $1 million is in cash in a single bank account, you’ll want to ensure you’re staying within the FDIC insurance limits.”
For example, Fidelity's simulations predict retirees could withdraw over 5% and have a 75% probability the money will last. Balance of risk in your portfolio Every portfolio will have a mix of ...
Frank Redington is generally considered to be the originator of the immunization strategy. Redington was an actuary from the United Kingdom. In 1952 he published his "Review of the Principle of Life-Office Valuations," in which he defined immunization as "the investment of the assets in such a way that the existing business is immune to a general change in the rate of interest."
The portfolio performance was 4.60%, compared with a benchmark return of 2.40%. Thus the portfolio outperformed the benchmark by 220 basis points.The task of performance attribution is to explain the decisions that the portfolio manager took to generate this 220 basis points of value added.
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